Purchases and Sales Made in Q3 2022 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q3 2022. The information is specifically focused on institutions that hold shares of ISHARES NATIONAL MUNI BOND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$308 - $326
|
2.22K
$237K
|
|
|
Nov 02, 2022
Q3 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
3+ 0.05% |
$308 - $326
|
6K
$640K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
3+ 0.67% |
$308 - $326
|
454
$48.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
2+ 0.05% |
$205 - $217
|
3.85K
$411K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2+ 0.1% |
$205 - $217
|
1.99K
$212K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.85% |
$205 - $217
|
238
$25.4K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1+ 0.03% |
$103 - $109
|
3.34K
$356K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.07% |
$103 - $109
|
1.54K
$164K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 0.11% |
$103 - $109
|
901
$96.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.45% |
$103 - $109
|
225
$24K
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.02% |
$103 - $109
|
4.44K
$474K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$103 - $109
|
1
$107
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1+ 0.05% |
$103 - $109
|
1.98K
$211K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1- 0.33% |
$103 - $109
|
306
$32.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-4- 1.12% |
$410 - $434
|
353
$37.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4- 0.16% |
$410 - $434
|
2.5K
$267K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-8- 2.7% |
$820 - $869
|
288
$30.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-12- 0.34% |
$1.23K - $1.3K
|
3.54K
$378K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-14- 0.02% |
$1.44K - $1.52K
|
78.2K
$8.34M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-14- 1.92% |
$1.44K - $1.52K
|
717
$76.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-17- 0.73% |
$1.74K - $1.85K
|
2.33K
$248K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-20- 0.25% |
$2.05K - $2.17K
|
8.07K
$861K
|
|
|
Oct 19, 2022
Q3 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.9% |
$2.26K - $2.39K
|
2.42K
$258K
|
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-24- 0.25% |
$2.46K - $2.61K
|
9.76K
$1.04M
|
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-26- 0.27% |
$2.67K - $2.82K
|
9.46K
$1.01M
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-28- 0.52% |
$2.87K - $3.04K
|
5.38K
$574K
|
|
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-30- 0.41% |
$3.08K - $3.26K
|
7.33K
$782K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-35- 0.87% |
$3.59K - $3.8K
|
4K
$427K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-37- 1.32% |
$3.79K - $4.02K
|
2.76K
$294K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-40- 0.29% |
$4.1K - $4.34K
|
13.6K
$1.45M
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-43- 0.49% |
$4.41K - $4.67K
|
8.8K
$939K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-49- 14.41% |
$5.02K - $5.32K
|
291
$31.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
SELL
|
- |
-55- 9.63% |
$5.64K - $5.97K
|
516
$55.1K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-59- 1.68% |
$6.05K - $6.41K
|
3.46K
$369K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-59- 0.32% |
$6.05K - $6.41K
|
18.5K
$1.98M
|
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-60- 0.44% |
$6.15K - $6.52K
|
13.6K
$1.45M
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-66- 2.87% |
$6.77K - $7.17K
|
2.24K
$239K
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-78- 0.53% |
$8K - $8.47K
|
14.6K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-79- 95.18% |
$8.1K - $8.58K
|
4
$427
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-82- 25.08% |
$8.41K - $8.9K
|
245
$26.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Regis Management CO LLC
|
SELL
|
- |
-88- 0.39% |
$9.02K - $9.56K
|
22.5K
$2.4M
|
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-94- 2.29% |
$9.64K - $10.2K
|
4K
$427K
|
|
|
Nov 07, 2022
Q3 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-104- 1.07% |
$10.7K - $11.3K
|
9.59K
$1.02M
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-111- 3.66% |
$11.4K - $12.1K
|
2.92K
$312K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-116- 5.57% |
$11.9K - $12.6K
|
1.97K
$210K
|
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-119- 0.99% |
$12.2K - $12.9K
|
12K
$1.28M
|
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
SELL
|
- |
-127- 3.12% |
$13K - $13.8K
|
3.95K
$422K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-138- 5.42% |
$14.2K - $15K
|
2.41K
$257K
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-145- 1.67% |
$14.9K - $15.7K
|
8.56K
$913K
|
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-149- 5.52% |
$15.3K - $16.2K
|
2.55K
$272K
|